Venture Talk

GaryChen
  • 5.0 (1)
  • Investing
  • Updated Weekly

Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights.

Episodes

  1. 03/04/2025

    Vol.02 China 2025: Economic Outlook and Policy Implications

    Key Themes for 2025: Tariff War 2.0 Risk "Extraordinary Counter-Cyclical Policy Adjustment 2025 Outlook: Growth Forecast Policy Adjustments Fiscal Policy Monetary Policy

  2. 02/03/2025

    SEA Data Center Supply and Demand——Far from Expectations

    The distribution of value chains in AI infrastructure was discussed, along with an outlook on the development trends of AI infrastructure and the Southeast Asian IDC market in the coming years—strong growth in the short term, but long-term uncertainty. The strong demand is driven by the traditional internet economy and AI growth, but the supply side is constrained by power resources, posing a risk of supply-demand mismatch.

  • 2 Episodes

About

Venture Talk: hosted by renewable energy and AI sector investors, delves into the forefront dynamics, investment opportunities, and industry insights.

Information

  • Creator
    GaryChen
  • Years Active
    2025
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    Venture Talk